Combining technical knowledge with a real interest in you and your ambitions, our advisors develop wealth creation, retirement and self-managed superfund strategies that encompass far more than just money management and investments.

Our Wealth Advisors will work closely with our Business Advisory and Tax teams to understand the interaction between your investments, transactions, tax planning and ownership structures.  This ensures that you get the best from both your personal wealth and business.

10 Steps to Wealth Accumulation

  1. Use appropriate legal structures to protect your assets and minimise tax
  2. Keep your accounting and tax compliance up to date
  3. Reduce your tax liability through tax planning and tax effective investing
  4. Plan, manage  and invest your cash flow
  5. Make all your loans tax effective ones
  6. Apply discipline to investment decisions
  7. Use superannuation to build a tax-free income in retirement
  8. Protect your major asset – your income earning ability
  9. Use life insurance to safeguard your family’s lifestyle in the event of a tragedy
  10. Devise and implement an estate plan to minimise tax for your beneficiaries

Wealth Advisory >

All the Latest From Our Wealth Advisory Team

Early access to superannuation: what are the risks?

Posted By William Buck News on 11/05/2020 01:33:47 am

We are experiencing challenging times and extreme levels of uncertainty at present and while Canberra’s early release of superannuation initiative will benefit many, here we…

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Choosing the right type of super fund

Posted By William Buck News on 20/04/2020 01:09:48 am

William Buck’s Wealth Advisory team are often asked by clients what type of super fund is the best place to host their superannuation funds. Choosing…

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Super Guarantee Amnesty – take action now!

Posted By William Buck News on 09/04/2020 07:07:05 am

Given the Government’s recent announcement that many employees will be eligible to access up to $20,000 of their superannuation early due to the impacts of…

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Canberra announces early access to super as part of COVID-19 ‘Safety Net’

Posted By William Buck News on 23/03/2020 11:19:31 pm

Canberra has announced changes that have the potential to affect all superannuation fund members as part of the Federal Government’s ‘Safety Net’ package to counter…

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